Commonwealth Financial Services’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Commonwealth Financial Services’s Portfolio IBDV Stock Details IBDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.54M	Sell	72,650 -71,592	-50%	-$1.54M	0.27%	63
2026 Q2	$3.14M	Sell	144,242 -326,688	-69%	-$7.13M	0.42%	49
2026 Q1	$10.3M	Buy	470,930 +31,748	+7%	+$700K	1.63%	18
2025 Q4	$9.7M	Buy	439,182 +17,404	+4%	+$385K	1.6%	16
2025 Q3	$9.34M	Buy	421,778 +12,766	+3%	+$281K	1.6%	16
2025 Q2	$8.99M	Sell	409,012 -4,322	-1%	-$93.6K	1.73%	15
2025 Q1	$8.98M	Buy	413,334 +2,354	+0.6%	+$50.6K	1.84%	13
2024 Q4	$8.78M	Buy	410,980 +7,946	+2%	+$172K	1.72%	18
2024 Q3	$8.92M	Buy	403,034 +27,321	+7%	+$596K	1.76%	16
2024 Q2	$8.03M	Buy	+375,713	New	+$7.94M	1.65%	21

Other funds holding IBDV

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return

PFG Private Wealth Management Lutz, Florida $236M AUM 9.86% 1-Year Est. Return

MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

Guidance Point Advisors Wellesley, Massachusetts $477M AUM 8.67% 1-Year Est. Return

Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return

Commonwealth Financial Services's IBDV Position: Q3 2026 in Review

Commonwealth Financial Services reduced its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 50% in Q3 2026, selling an estimated $1.54M and leaving 72,650 shares worth $1.54M. The position accounts for 0.27% of the portfolio, ranked #63.

Commonwealth Financial Services first reported a position in IBDV in Q2 2024 and has held it in 10 quarters since. The position peaked at $10.3M in Q1 2026. 84 funds tracked by Wall St. Rank hold IBDV as of Q3 2026.

Commonwealth Financial Services held 72,650 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $1.54M as of Q3 2026.
Commonwealth Financial Services sold 71,592 iShares iBonds Dec 2030 Term Corporate ETF shares in Q3 2026, an estimated $1.54M.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.27% of Commonwealth Financial Services's portfolio in Q3 2026, its #63 holding.
Commonwealth Financial Services first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q2 2024 and has held it in 10 quarters since.
Commonwealth Financial Services's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $10.3M in Q1 2026.
84 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q3 2026.

Based on Commonwealth Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.